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Close Wealth Management Limited is part of the Close Brothers Group plc, established in 1878 and a top 200 company on the London Stock Exchange by market capitalisation.

There are 4 divisions within Close Brothers:

  • Banking
  • Market Making
  • Corporate Finance
  • Asset Management - which includes Close Wealth Management Group.

Close Wealth Management Group specialises in the enhancement, protection and management of individual wealth both in the UK and internationally. Our services range from individually tailored solutions to more generic structures allowing us to cater for the diverse requirements of our clients. Our services include:

  • Investment management
  • Tax services
  • Financial Education and planning
  • Private banking
  • Trust and company administration
  • Pensions
  • Custody
  • Insurance
  • Corporate and fund administration

For more information on our Group, please visit www.closewm.com

For more information about our parent, Close Brothers, please visit www.closebrothers.co.uk